+482.2%
KORU vs AZO
-28.9%
+511.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.5% | +12.9% | +13.9% |
| 7D | +13.0% | +0.7% | +12.3% | +13.6% |
| 30D | +27.3% | -2.7% | +30.0% | +25.4% |
| 3M | -55.3% | -3.2% | -52.1% | -54.2% |
| 6M | +11.6% | -19.7% | +31.3% | +13.6% |
| YTD | +158.5% | -12.0% | +170.6% | +196.1% |
| 1Y | +482.2% | -29.5% | +511.7% | +494.5% |
| All | +482.2% | -28.9% | +511.0% | +494.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling